Make a Future Gift of Retirement Assets
Search For My Custodian:
|IRA web page|
|Notify us of your Beneficiary Designation|
Thank you for considering a beneficiary designation gift to us. The website link will take you to your retirement plan custodian's website, where you may be able to log in and include Stetson University as a designated beneficiary. Another option is to use the phone number to call your retirement plan custodian. They will assist you in updating your beneficiary designation. If you would like to notify us of your generous beneficiary designation, please complete the Notify us of your Beneficiary Designation section.
|Your Address (Street or P.O. Box)|
|Notify us of your IRA gift|
|Thank you for considering a IRA gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section.|
Beneficiary Designation Gifts
A retirement plan gift can be a tax-efficient and simple way of including Stetson in your estate plan.
It's not only possible; it's easy to do with a beneficiary designation. Simply name Stetson University as a beneficiary to receive assets from your retirement accounts or life insurance policy after you're gone. All you have to do is fill out a form from your provider—it's easier than you might think.
- Talk to your financial advisor to learn which assets will or will not trigger taxable income when paid to a beneficiary.
- If you name Stetson in your plans, please use our legal name and Federal Tax ID.
Stetson University, Inc.
Address: 421 N. Woodland Blvd., Unit 8286, DeLand, FL 32723
Federal Tax ID Number: 59-0624416
IRA Qualified Charitable Distribution (QCD)
Required Mandatory Distributions are back for 2021. If you are 72 or older, you must take your RMD by December 31 to avoid the 50% penalty—unless this is your first RMD, in which case you have until April 1, 2022.
- Rather than take your RMD, transfer the same amount to Stetson
- Satisfy your annual RMD requirements with this transfer
- Pay no income tax on the transfer
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